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Investment Strategies

Strategy types
The popularity of ETFs such as Smartshares is due largely to their flexibility as an investment tool. Considered by many investors as a revolution in investing, ETFs deliver both new and experienced investors easy tools for diversifying and improving the performance of their sharemarket investments. Whatever stage you are at with investing you should ask your NZX Advisor or financial planner to tell you more about Smartshares and the Smartshares Savings Plan.

In this section you will find Smartshares investment strategies for:

Examples

NZX has developed three examples to show you the difference Smartshares can make, no matter what you goals are.

Smart tip:

When you invest the same dollar amount of Smartshares each month the price of units purchased averages out over time. This approach means you don’t need to time your Smartshares purchases – you disregard current market conditions and focus on long term growth. With a prudent and long term investment strategy involving the Smartshares Savings Plan you can smooth out the market’s ups and downs which helps reduce your risk of investing.



Smartshares Limited is a wholly owned subsidiary of New Zealand Exchange Limited (NZX) and is the manager of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY and SmartOZZY Funds. NZX does not guarantee the performance of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY, and SmartOZZY Funds. Units in SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY, and SmartOZZY Funds have been accepted for quotation by NZX and will be quoted upon completion of allotment procedures. However the Special Division which regulates NZX takes no responsibility for this offer. Copies of relevant Investment Statements can be obtained by contacting a Primary Market Participant or Smartshares Ltd directly at www.smartshares.nzx.com or by phoning 0800 80 87 80. All currency in New Zealand dollars unless otherwise stated.